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July 2021 – G.J. Software

Patrick Haley avatar
Written by Patrick Haley
Updated over 6 months ago
  • Added RFQ Management under Sales to provide quick access to all open quotes. Here you can search for all quotes as well as create and clone new quotes.

  • Added a new column to RFQ Items & Components when adding quote changes called “Component Qty” to display the total quantity of that item used in components in the base house estimate.

  • Take Off Parameter Reports are now automatically generated for all printed quotes.

  • Added a new column in the Claims/Draws tab in Job Details and Job Financials to show the Status of each invoice as it stands in Xero. We also added a switcher to Show all invoices with all statuses in the History table.

  • Special characters are now automatically stripped from the phone number field when sending SMS messages. Now you can use special characters in contact phone numbers such as a period or dash to make them easier to read.

  • Now when changes are made to Critical Paths or Nominated tasks that affect Contract Start and Slab parameters, those updates will automatically be propagated to existing construction schedule templates.

  • Added new contact referral sources for Customer Referral and House & Land Packages.

  • Not Proceeding jobs are now excluded from average build time calculations on dashboard widgets.

Quotation rounding updates

  • The following updates apply when quotation rounding has been enabled in System Variables.

  • Items and components in quotes are also rounded to the nearest dollar in addition to the quotation total.

  • Items are rounded to the nearest dollar on printed quotes where Show Pricing is selected in the RFQ Document Structure.

  • AU/NZ Added new columns to quotations to show the Debit (Ex GST) $, Credit (ex GST) $, and Customer Price (Incl GST)$.

  • Rounded quotation totals no longer include decimal points. For example, if the price is $299,99.99 without rounding, the price with rounding would be $300,000.

Technical stuff

Bug squashed

  • Changed the calculations in Make a Claim/Draw and Payment schedules to use the same formula, which was resulting in a difference of $0.01 in some cases due to GST.

  • Fixed an issue that made some sales folders unable to be edited when the Google Calendar event for follow-up dates was deleted.

  • Fixed an issue that caused cyclic dependencies in schedules that prevented users from editing schedule tasks.

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